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Apr 24, 2024 12:34 PM - edited Apr 24, 2024 12:34 PM
Hi - I am trying to update a forecast in case the field hasn't been updated for over a month. The idea is that if there are no updates, the forecast would lower by 10%.
It all looks great, until I have to "Update record", I pull the record ID (dynamic) and added the field "Forecasted" and also make it dynamic. I add the field "Forecasted" and multiply it by 0.9. However, this creates an error. Here are the different versions and the results:
This should be simple, the formula is pretty easy, but for some reason I can't get it to work. Can someone please help me?
Thanks!
Solved! Go to Solution.
Apr 24, 2024 07:44 PM
I would try:
1. Make "Forecasted" a number/currency field, whichever works for your use case
2. Create a formula field called "Forecasted * 0.9" and give it a formula of `{Forecasted} * 0.9`
3. In the automation, use an Update Record action to paste the value from {Forecasted * 0.9} into {Forecasted}
Apr 24, 2024 07:44 PM
I would try:
1. Make "Forecasted" a number/currency field, whichever works for your use case
2. Create a formula field called "Forecasted * 0.9" and give it a formula of `{Forecasted} * 0.9`
3. In the automation, use an Update Record action to paste the value from {Forecasted * 0.9} into {Forecasted}
Apr 25, 2024 12:56 PM
Thank you! And since this automation should run based on last modified, I am assuming that it will update as necessary.
Thanks for the help 🙂